B. Riley Wealth Advisors’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $290K | Buy |
19,167
+3,112
| +19% | +$65.6K | 0.02% | 598 |
|
|
2025
Q4 | $420K | Buy |
16,055
+7,847
| +96% | +$219K | 0.02% | 589 |
|
|
2025
Q3 | $217K | Sell |
8,208
-8,423
| -51% | -$200K | 0.01% | 865 |
|
|
2025
Q2 | $303K | Buy |
+16,631
| New | +$219K | 0.01% | 712 |
|
|
2024
Q4 | $209K | Sell |
13,544
-2,473
| -15% | -$32.1K | 0.01% | 1027 |
|
|
2024
Q3 | $126K | Sell |
16,017
-92,926
| -85% | -$675K | ﹤0.01% | 1192 |
|
|
2024
Q2 | $720K | Sell |
108,943
-18,193
| -14% | -$128K | 0.02% | 660 |
|
|
2024
Q1 | $1.02M | Buy |
127,136
+6,488
| +5% | +$51.5K | 0.03% | 520 |
|
|
2023
Q4 | $1.2M | Sell |
120,648
-6,488
| -5% | -$51.6K | 0.03% | 471 |
|
|
2023
Q3 | $1.02M | Sell |
127,136
-9,529
| -7% | -$83.8K | 0.03% | 520 |
|
|
2023
Q2 | $1.14M | Sell |
136,665
-13,439
| -9% | -$87.6K | 0.03% | 519 |
|
|
2023
Q1 | $911K | Buy |
150,104
+6,712
| +5% | +$40.7K | 0.02% | 566 |
|
|
2022
Q4 | $661K | Sell |
143,392
-123
| -0.1% | -$610 | 0.02% | 685 |
|
|
2022
Q3 | $701K | Buy |
143,515
+82,859
| +137% | +$524K | 0.02% | 634 |
|
|
2022
Q2 | $320K | Sell |
60,656
-2,806
| -4% | -$19K | 0.01% | 849 |
|
|
2022
Q1 | $600K | Buy |
63,462
+10,417
| +20% | +$120K | 0.02% | 664 |
|
|
2021
Q4 | $839K | Sell |
53,045
-3,765
| -7% | -$69.1K | 0.02% | 586 |
|
|
2021
Q3 | $903K | Buy |
56,810
+37,310
| +191% | +$585K | 0.03% | 554 |
|
|
2021
Q2 | $374K | Buy |
19,500
+6,237
| +47% | +$116K | 0.01% | 911 |
|
|
2021
Q1 | $228K | Sell |
13,263
-2,202
| -14% | -$43.5K | 0.01% | 1137 |
|
|
2020
Q4 | $193K | Buy |
+15,465
| New | +$175K | 0.01% | 931 |
|
Other funds holding SOFI
VCM
VPM
